Print Invoices

Overview

Updated 06/24/2021

Configure Invoice Printing

The following options are available for the printing of invoices.

Control Invoice Printing by Customer

The ability to print invoices can be set at the customer level.

 

1. Select Customer from the Main Menu.
   
   
2. Search for and select the customer to work with.
   
   
3. In the Customer section's submenu, expand the BackOffice Setup options and select Billing Setup.
   
   
4. Along with the other Invoice Options, notice the Print Invoice drop-down list, as shown below. 
   
   
   
   
5. Select Yes to enable printing of invoices for this customer. If No is selected, the print option will still be displayed, but no invoices will be made available for this customer for printing.

Configure PDF Reader 

The PDFReaderPath option must be configured for Viewing/Printing of Invoices with Attached PDF Timecards.

Print Invoices

1. In the Billing section, search for the invoice to print.
   
   
2. Select the invoice and then choose Print Invoice from the Actions menu or Shortcuts.
   
   
   
   The Billing Print window appears. 
   
   
   
   
3. In the Print Option group, choose from these options:
   
   

   Option	Description
   Print All	Choose this option to print all invoices in the batch.
   Print Range	Choose this option to print a range of invoices (when there are multiple invoices in the batch).
   Start Invoice Number	This should be set to the first invoice number in a range to print.
   End Invoice Number	This should be set to the last invoice in the range of invoices to print.
   Invoice Count	This displays the total number of invoices in the range you have selected.

4. Click Print Invoice to continue. 
   
   
   
   
5. In the system's Print window, make selections for printer and print preferences.
   
   
6. Click Print. The invoice(s) will print at the selected printer. If there are attached timecards, and your site is configured to print invoices and their attached PDF timecards, the configured PDF reader will open and then print the invoices and timecards.

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